CWIAX
Price
$72.14
Change
-$0.20 (-0.28%)
Updated
Jul 24 closing price
Net Assets
137.74B
HEOFX
Price
$18.70
Change
-$0.05 (-0.27%)
Updated
Jul 24 closing price
Net Assets
125.49M
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CWIAX vs HEOFX

Header iconCWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.14
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Jul 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongBuy and HEOFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. HEOFX (125M). CWIAX pays higher dividends than HEOFX: CWIAX (1.46) vs HEOFX (0.72). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX (13.31) and CWIAX (13.06) have marching annual gain over last year. HEOFX (56.56) and CWIAX (55.00) have equivalent 5 years return.
CWIAXHEOFXCWIAX / HEOFX
Total Expense Ratio0.780.69113%
Annual Report Gross Expense Ratio0.780.7999%
Fund Existence23 years8 years-
Gain YTD14.95915.81295%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138B125M110,400%
Annual Yield % from dividends1.460.72203%
Returns for 1 year13.0613.3198%
Returns for 3 years51.1439.63129%
Returns for 5 years55.0056.5697%
Returns for 10 years86.69N/A-
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